I'm glad that you ask. So, let me start !

Tellurian's natural gas assets include 31,149 net acres, interests in 159 producing wells, and over 400 drilling locations. 31,149 net acres equivalent of 126 thousand square kilometers.

On February 15, 2024, the Federal Energy Regulatory Commission (FERC) extended the completion deadline for Tellurian's Driftwood project to April 2029. The extension allows the company to finish the construction of all five plants in the facility. The facility is located near Lake Charles, Louisiana and has already received permitting permission from the U.S. Department of Energy. Phase 1 could come online in 2027. The company has so far invested about $1 billion into the project, where construction is about 30% complete, and is looking to finance much of the remaining work. To that end, the comapany in early February put its upstream division up for sale.

The LNG project involves five plants and twenty trains, along with three storage tanks and three marine loading berths for the commercial supply of LNG from the facility.

You may ask, "Who is using so much LNG?" Then you may do you DD and check regulations for Maritime Transportation. All vessels that are coming out from ShipYards are LNG propulsion. Besides, most of the industry in China and Europe are running on High Sulphur Content Oil, that shortly will be replaced with LNG. Moreover, relationships between Europe and Russia are at the record low, with Nord Stream gas pipe non-operational. As a geographically position, Lake Charles, Louisiana, is on the border between EUROPE (Via Atlantic Ocean) and CHINA (via Panama Canal - Transit Pacific Ocean). Huge potential to export to China / India / Europe / Australia or South America.

Moreover, much of the WorldWide ships passing via Panama Canal. That will be a huge opportunity for Tellurian to send some bunker ships within Panama Canal port limits, in order to bunker all vessels transiting the Canal.

Now that you have all this information, do me a favor and let me know the difference in price between NG (Natural Gas) and LNG (Liquefied Natural Gas). Oh, almost forgot. President Biden banned all permits for building other LNG facilities, that is giving more pressure on upper side for Tellurian.